+169.4%
XLV vs DAL
+141.7%
+27.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.5% |
| 7D | -3.6% | -0.3% | -3.2% | -3.5% |
| 30D | -1.8% | -11.1% | +9.3% | -0.2% |
| 3M | +7.8% | -2.1% | +9.9% | +7.9% |
| 6M | +9.1% | +35.8% | -26.7% | +3.7% |
| YTD | +7.7% | +16.0% | -8.3% | +4.5% |
| 1Y | +20.4% | +33.7% | -13.2% | +14.0% |
| 3Y | +30.8% | +102.3% | -71.5% | +13.1% |
| 5Y | +34.6% | +110.3% | -75.7% | +13.1% |
| All | +169.4% | +141.7% | +27.7% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling